TW
EME icon

TrinityPoint Wealth’s Emcor EME Stock Holding History

TrinityPoint Wealth’s Portfolio EME Stock Details EME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$313K Sell
690
-4
-0.6% -$1.89K 0.04% 260
2024
Q3 		$299K Buy
+694
New +$262K 0.04% 262
2024
Q2 		– Sell
-598
Closed -$209K – 315
2024
Q1 		$209K Buy
+598
New +$161K 0.03% 293

Other funds holding EME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's EME Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Emcor (EME) stake by 0.58% in Q4 2024, selling an estimated $1.89K and leaving 690 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #260.

TrinityPoint Wealth first reported a position in EME in Q1 2024 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold EME as of Q4 2024.

  • TrinityPoint Wealth held 690 shares of Emcor worth $313K as of Q4 2024.
  • TrinityPoint Wealth sold 4 Emcor shares in Q4 2024, an estimated $1.89K.
  • Emcor made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #260 holding.
  • TrinityPoint Wealth first reported a position in Emcor in Q1 2024 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held Emcor as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.